See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,098 | $95,416-67.4% | $185,823-83.3% | $85,850-63.8% |
| Participation rate | 56.8% | 68.8%-11.9pp | 81.7%-24.9pp | 69.3%-12.5pp |
| Annual return | 25.84% | 23.59%+2.3pp | 122.05%-96.2pp | 318.53%-292.7pp |
| Employer contribution / active EE | $525 | $3,314-84.2% | $5,167-89.8% | $2,565-79.5% |
| Participant deferral / active EE | $1,112 | $3,423-67.5% | $5,568-80.0% | $3,952-71.9% |
| Admin fee / account holder | $3,646 | $7,213-49.5% | $16,237-77.5% | $6,260-41.8% |